Pittsburgh-based wealth management firm opens larger north suburban location
PITTSBURGH — Hefren-Tillotson, Inc., one of Western Pennsylvania’s largest investment advisory and financial planning firms, has announced it has expanded its presence in Pittsburgh’s North Hills by opening a new office at 12570 Perry Highway in Pine Township.
Hefren-Tillotson will occupy 32,000 square-feet of the new three-story, 40,000 square-foot office building with 60 of the firm’s 215 employees occupied in the new location.
“The new office building will enable us to expand our business, and it provides a more comfortable office environment for our clients and our Hefren-Tillotson team,” said Craig Tillotson, Hefren-Tillotson Vice Chairman. “Its been a long-term goal for us to expand our north suburban presence, and this transition will be seamless for our clients.”
“It is wonderful to see the continued surge in activity in Pittsburgh’s North Hills and in the Township of Pine in particular,” said Kim Tillotson Fleming, Chairman. “We have always believed in the potential of this area and our new office will enable us to serve both current and new clients in a comfortable and accessible space. We are committed to being part of the region’s growth.”
The office will provide individual investors with diversified financial services including customized financial planning and investment management through Hefren-Tillotson’s comprehensive MASTERPLAN approach. Our corporate services focus on 401(k) retirement plans, executive financial counseling, and fiduciary reviews.
Tillotson said that the company will continue to be headquartered in downtown Pittsburgh and maintain its other offices in Butler, Greensburg and Southpointe.
Hefren-Tillotson, Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, customized planning with MASTERPLAN for individuals and businesses. Its Wealth Management Services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Wexford, Butler, Southpointe, and Greensburg. More information is available at www.hefren.com.
DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.